Bank of Montreal’s Boeing BA Stock Holding History

Bank of Montreal’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.68M	Buy	+18,500	New	+$4.21M	﹤0.01%	1426
2025 Q4	–	Sell	-73,000	Closed	-$15.8M	–	3608
2025 Q3	$15.8M	Buy	73,000 +62,500	+595%	+$14.1M	0.01%	877
2025 Q2	$2.2M	Buy	+10,500	New	+$1.98M	﹤0.01%	1538
2025 Q1	–	Sell	-107,100	Closed	-$19M	–	3491
2024 Q4	$19M	Buy	107,100 +100,800	+1,600%	+$15.8M	0.01%	767
2024 Q3	$985K	Sell	6,300 -3,200	-34%	-$549K	﹤0.01%	2049
2024 Q2	$1.74M	Hold	9,500	–	–	﹤0.01%	1728
2024 Q1	$1.84M	Sell	9,500 -32,100	-77%	-$6.6M	﹤0.01%	1677
2023 Q4	$10.9M	Buy	41,600 +30,100	+262%	+$6.44M	﹤0.01%	997
2023 Q3	$2.58M	Buy	+11,500	New	+$2.52M	﹤0.01%	1573
2023 Q1	–	Sell	-109,400	Closed	-$21.1M	–	3788
2022 Q4	$21.1M	Sell	109,400 -77,100	-41%	-$12.6M	0.01%	671
2022 Q3	$64.3K	Sell	186,500 -114,600	-38%	-$17.6M	0.03%	307
2022 Q2	$104K	Buy	301,100 +284,700	+1,736%	+$42M	0.05%	236
2022 Q1	$5.66M	Buy	+16,400	New	+$3.29M	﹤0.01%	1423
2021 Q1	–	Sell	-44,900	Closed	-$9.29M	–	5064
2020 Q4	$9.29M	Hold	44,900	–	–	0.01%	1057
2020 Q3	$7.16M	Sell	44,900 -75,025	-63%	-$12.8M	0.01%	1011
2020 Q2	$20.8M	Buy	119,925 +75,025	+167%	+$11.5M	0.02%	576
2020 Q1	$5.54M	Sell	44,900 -35,100	-44%	-$9.61M	0.01%	942
2019 Q4	$26.1M	Buy	+80,000	New	+$28.3M	0.02%	607
2019 Q2	–	Sell	-30,000	Closed	-$11.4M	–	4854
2019 Q1	$11.4M	Buy	+30,000	New	+$11.5M	0.01%	811
2018 Q3	–	Sell	-600	Closed	-$201K	–	4726
2018 Q2	$201K	Buy	+600	New	+$206K	﹤0.01%	2753
2016 Q2	–	Sell	-100	Closed	-$13K	–	4080
2016 Q1	$13K	Buy	+100	New	+$12.4K	﹤0.01%	3530
2014 Q4	–	Sell	-16	Closed	-$2K	–	4020
2014 Q3	$2K	Buy	+16	New	+$2.02K	﹤0.01%	3901

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of Montreal's BA Position: Q1 2026 in Review

Bank of Montreal reduced its Boeing (BA) stake by 15% in Q1 2026, selling an estimated $31.1M and leaving 782,359 shares worth $156M. The position accounts for 0.06% of the portfolio, ranked #267.

Bank of Montreal first reported a position in BA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.71B in Q1 2022. 2,515 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Bank of Montreal held 782,359 shares of Boeing worth $156M as of Q1 2026.
Bank of Montreal sold 136,693 Boeing shares in Q1 2026, an estimated $31.1M.
Boeing made up 0.06% of Bank of Montreal's portfolio in Q1 2026, its #267 holding.
Bank of Montreal first reported a position in Boeing in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Boeing position peaked at $1.71B in Q1 2022.
2,515 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.